Bridgewater Advisors’s Diageo DEO Stock Holding History

Bridgewater Advisors’s Portfolio DEO Stock Details DEO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$268K	Buy	3,032 +321	+12%	+$25.9K	0.01%	405
2026 Q1	$219K	Buy	2,711 +236	+10%	+$20.6K	0.01%	428
2025 Q4	$225K	Sell	2,475 -227	-8%	-$20.9K	0.01%	421
2025 Q3	$236K	Buy	2,702 +125	+5%	+$13.1K	0.02%	397
2025 Q2	$269K	Sell	2,577 -664	-20%	-$72K	0.02%	355
2025 Q1	$359K	Buy	+3,241	New	+$366K	0.03%	290
2014 Q2	$271K	Buy	2,131 +114	+6%	+$14.4K	0.23%	72
2014 Q1	$251K	Sell	2,017 -61	-3%	-$7.6K	0.25%	72
2013 Q4	$275K	Buy	+2,078	New	+$265K	0.28%	63

Other funds holding DEO

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EIC

Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Bridgewater Advisors's DEO Position: Q2 2026 in Review

Bridgewater Advisors increased its Diageo (DEO) stake by 12% in Q2 2026, buying an estimated $25.9K and bringing the position to 3,032 shares worth $268K. The position accounts for 0.01% of the portfolio, ranked #405.

Bridgewater Advisors first reported a position in DEO in Q4 2013 and has held it in 9 quarters since. The position peaked at $359K in Q1 2025. 720 funds tracked by Wall St. Rank hold DEO as of Q2 2026.

Bridgewater Advisors held 3,032 shares of Diageo worth $268K as of Q2 2026.
Bridgewater Advisors bought 321 Diageo shares in Q2 2026, an estimated $25.9K.
Diageo made up 0.01% of Bridgewater Advisors's portfolio in Q2 2026, its #405 holding.
Bridgewater Advisors first reported a position in Diageo in Q4 2013 and has held it in 9 quarters since.
Bridgewater Advisors's Diageo position peaked at $359K in Q1 2025.
720 funds tracked by Wall St. Rank held Diageo as of Q2 2026.

Based on Bridgewater Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.